Adding or Removing Items from an API Order that was Created in Clear Connection

Procedure / Policy Overview

How to accurately add or remove items to an API Order after the API Order has been created.  

IMPORTANT NOTE: adding an item to an API order must be done immediately after the order is created in Clear Connection. This is because the order will start to sync into Quickbooks and if it does this before the item is added to the order, then once the order is paid the order will be sent to ShipStation without the added item. ITEMS MUST BE ADDED WITHIN 2 MINUTES TO AVOID THE ABOVE!

1. A clear skin coach can add an item to an API Order only when:

   1. Adding a $50 Full Program Discount when a client purchases all of their products up front. 

   2. Adding a product that is missing in clear connection and you cannot add it from the clear connection order sheet.

   3. If a product is missing from Clear Connection, refer to SOP-V-2016.

   4. If a product is not available in Clear Connection please notify your Manager immediately.

1. A clear skin coach should never remove a product from an API order.  

2. If an item needs to be removed from the API Order then the API Order will need to be deleted out of IS and re-created in Clear Connection. 

1. Create the order from clear connection (Refer to SOP-V-2123)

2. Quickly navigate to InfusionSoft and search the client

3. Click on the current order that was just created 

4. Navigate to the Add Order Item button

5. Type in the product that needs to be added or the $50 discount for the full program discount

   1. Add the $50 discount

      1. Choose MISC Service Charge

      2. Enter the description: Full Program Discount

      3. Enter the Price:$ -50.00 - it must have the subtraction sign in front so that it deducts this as a discount and does not charge $50 additional. 

1. Refer to SOP-V-2151 

• How to add items to an API order

• How to remove items to an API order